STEP 1
Connect Apptivo and SyncroMSP
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apptivo and SyncroMSP Integration
Connect Apptivo and SyncroMSP to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Apptivo and SyncroMSP
Detailed info you need to know about Apptivo and SyncroMSP integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Apptivo to SyncroMSP
Set up your Apptivo and SyncroMSP integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and SyncroMSP nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apptivo and SyncroMSP. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and SyncroMSP work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and SyncroMSP that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Apptivo triggersSyncroMSP actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
SyncroMSP modules
- Adds a Comment to a TicketPerforms the a Comment to a Ticket operation.
- Adds a Line Item to an EstimatePerforms the a Line Item to an Estimate operation.
- Adds a Line Item to an Invoice SchedulePerforms the a Line Item to an Invoice Schedule operation.
- Adds a Product to a Purchase OrderPerforms the a Product to a Purchase Order operation.
- Adds Product Serials to a Line ItemPerforms the product Serials to a Line Item operation.
- Attach a File to a TicketAttaches a file to a ticket.
- Charges a Ticket TimerPerforms the a Ticket Timer operation.
- Convert Estimate To InvoiceConverts estimate to invoice.
- Create a ContactCreates a contact.
- Create a ContractCreates a contract.
- Create a CustomerCreates a customer.
- Create a LeadCreates a lead.
- Create an AppointmentCreates an appointment.
- Create an AssetCreates an asset.
- Create an EstimateCreates an estimate.
- Create a New Line ItemCreates a new line item.
- Create an InvoiceCreates an invoice.
- Create an Invoice ScheduleCreates an invoice schedule.
- Create an RMM AlertCreates an rmm alert.
- Create a PaymentCreates a payment.
- Create a ProductCreates a product.
- Create a Product ImageCreates a product image.
- Create a Product SerialCreates a product serial.
- Create a Product SKUCreates a product sku.
- Create a Purchase OrderCreates a purchase order.
- Create a TicketCreates a ticket.
- Create a Ticket Line ItemCreates a ticket line item.
- Create a Ticket Timer for a TicketCreates a ticket timer for a ticket.
- Create a Ticket Timer That Starts RunningCreates a ticket timer that starts running.
- Create a VendorCreates a vendor.
- Delete a ContactDeletes a contact.
- Delete a Contract by IDDeletes a contract by id.
- Delete a Customer by IDDeletes a customer by id.
- Delete a Line ItemDeletes a line item.
- Delete an a Line Item of an Invoice by IDDeletes an a line item of an invoice by id.
- Delete an Appointment by IDDeletes an appointment by id.
- Delete an Estimate by IDDeletes an estimate by id.
- Delete an Invoice by IDDeletes an invoice by id.
- Delete a Product ImageDeletes a product image.
- Delete a Product SKU by IDDeletes a product sku by id.
- Delete a Schedule by IDDeletes a schedule by id.
- Delete a Ticket AttachmentDeletes a ticket attachment.
- Delete a Ticket by IDDeletes a ticket by id.
- Delete a Ticket Line ItemDeletes a ticket line item.
- Delete a Ticket TimerDeletes a ticket timer.
- Deletes/Clears an RMM Alert by IDPerforms the an RMM Alert by ID operation.
- Get a List of Assets for a Specific ContactReturns a list of assets for a specific contact.
- Get a List of Product SKUsReturns a list of product skus.
- Get a Paginated Flat List of Comments Across Multiple TicketsReturns a paginated flat list of comments across multiple tickets.
- Get a Paginated List of AppointmentsReturns a paginated list of appointments.
Frequently asked questions
Common questions about connecting Apptivo and SyncroMSP.
Connect your Apptivo and SyncroMSP accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Apptivo's "Watch Cases" fires, WEXTL can "Adds a Comment to a Ticket" in SyncroMSP. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); SyncroMSP has 133 actions (including Adds a Comment to a Ticket, Adds a Line Item to an Estimate, and Adds a Line Item to an Invoice Schedule). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apptivo-to-SyncroMSP automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apptivo (or SyncroMSP) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apptivo + SyncroMSP automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apptivo and SyncroMSP integration.
- Apptivo and SyncroMSP integration source code, module specs and credentials implementation.
- Our Apptivo and SyncroMSP integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and SyncroMSP — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Apptivo integration information
- SyncroMSP integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library